FFT Wealth Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

FFT Wealth Management’s Portfolio ETP Stock Details ETP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-58,816	Closed	-$1.2M	–	84
2017 Q2	$1.2M	Buy	58,816 +34,853	+145%	+$777K	0.38%	33
2017 Q1	$585K	Sell	23,963 -23,963	-50%	-$598K	0.19%	47
2016 Q4	$1.15M	Buy	47,926 +23,963	+100%	+$606K	0.27%	42
2016 Q3	$673K	Buy	23,963 +5,782	+32%	+$168K	0.28%	33
2016 Q2	$507K	Hold	18,181	–	–	0.2%	38
2016 Q1	$456K	Hold	18,181	–	–	0.2%	38
2015 Q4	$467K	Buy	+18,181	New	+$503K	0.38%	34

Other funds holding ETP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FFT Wealth Management's ETP Position: Q3 2017 in Review

FFT Wealth Management sold out of Energy Transfer Partners, L.P. (ETP) in Q3 2017, closing a stake of 58,816 shares — an estimated $1.2M sold.

FFT Wealth Management first reported a position in ETP in Q4 2015 and held it in 7 quarters. The position peaked at $1.2M in Q2 2017. 488 funds tracked by Wall St. Rank hold ETP as of Q3 2017.

FFT Wealth Management reported no remaining Energy Transfer Partners, L.P. position as of Q3 2017 after selling out during the quarter.
FFT Wealth Management sold 58,816 Energy Transfer Partners, L.P. shares in Q3 2017, an estimated $1.2M.
FFT Wealth Management first reported a position in Energy Transfer Partners, L.P. in Q4 2015 and held it in 7 quarters.
FFT Wealth Management's Energy Transfer Partners, L.P. position peaked at $1.2M in Q2 2017.
488 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.